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Bessemer Group

Bessemer Group Portfolio holdings

AUM $63.6B
1-Year Est. Return 28.76%
This Fund
S&P 500
This Quarter Est. Return
-0.3%
1 Year Est. Return
+28.76%
3 Year Est. Return
+103.2%
5 Year Est. Return
+139.19%
10 Year Est. Return
+508.5%
AUM
$63.6B
AUM Growth
-$1.51B
Cap. Flow
+$1.11B
Cap. Flow %
1.75%
Top 10 Hldgs %
32.99%
Holding
2,755
New
161
Increased
1,185
Reduced
715
Closed
223

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$324M
2
LLY icon
Eli Lilly
LLY
+$276M
3
MCD icon
McDonald's
MCD
+$240M
4
XPO icon
XPO
XPO
+$233M
5
MSFT icon
Microsoft
MSFT
+$225M

Top Sells

Rank Stock Value
1
DHR icon
Danaher
DHR
+$439M
2
UNH icon
UnitedHealth
UNH
+$373M
3
BSX icon
Boston Scientific
BSX
+$308M
4
SPGI icon
S&P Global
SPGI
+$266M
5
MA icon
Mastercard
MA
+$256M

Sector Composition

Rank Sector Weight
1 Technology 26.42%
2 Industrials 11.63%
3 Financials 11.59%
4 Communication Services 9.82%
5 Healthcare 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PBI icon
626
Pitney Bowes
PBI
$2.42B
$3.43M 0.01%
310,417
-135
-0% -$1.42K
XLV icon
627
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$3.4M 0.01%
23,203
+1,088
+5% +$168K
EG icon
628
Everest Group
EG
$15.2B
$3.4M 0.01%
10,403
+42
+0.4% +$13.8K
CGAU
629
Centerra Gold
CGAU
$3.22B
$3.39M 0.01%
191,423
– –
ALX
630
Alexander's
ALX
$1.4B
$3.39M 0.01%
14,349
– –
OPLN
631
Openlane
OPLN
$4.17B
$3.39M 0.01%
116,278
+96
+0.1% +$2.77K
AJG icon
632
Arthur J. Gallagher & Co
AJG
$63.7B
$3.38M 0.01%
15,629
+1,438
+10% +$332K
TRMK icon
633
Trustmark
TRMK
$2.73B
$3.38M 0.01%
80,207
+120
+0.1% +$5.06K
OSIS icon
634
OSI Systems
OSIS
$3.57B
$3.37M 0.01%
12,701
+12
+0.1% +$3.32K
VLY icon
635
Valley National Bancorp
VLY
$7.93B
$3.36M 0.01%
273,923
+567
+0.2% +$7.06K
CENTA icon
636
Central Garden & Pet Co Class A
CENTA
$2.41B
$3.36M 0.01%
103,691
-33
-0% -$1.05K
ACAD icon
637
Acadia Pharmaceuticals
ACAD
$4.25B
$3.35M 0.01%
150,498
+149,789
+21,127% +$3.58M
LCII icon
638
LCI Industries
LCII
$2.51B
$3.35M 0.01%
27,207
+152
+0.6% +$20.8K
WELL icon
639
Welltower
WELL
$178B
$3.31M 0.01%
16,738
+2,829
+20% +$559K
STRA icon
640
Strategic Education
STRA
$1.71B
$3.31M 0.01%
39,861
+59
+0.1% +$4.81K
FBP icon
641
First Bancorp
FBP
$4.4B
$3.31M 0.01%
154,760
+226
+0.1% +$4.87K
UDR icon
642
UDR
UDR
$12.9B
$3.3M 0.01%
97,691
+684
+0.7% +$25.1K
TRS icon
643
TriMas Corp
TRS
$1.43B
$3.29M 0.01%
91,686
– –
INVH icon
644
Invitation Homes
INVH
$17.7B
$3.29M 0.01%
132,469
+2,353
+2% +$61.6K
DGII icon
645
Digi International
DGII
$2.52B
$3.29M 0.01%
68,146
– –
AMTM
646
Amentum Holdings
AMTM
$5.51B
$3.28M 0.01%
125,952
+124,213
+7,143% +$3.9M
AWR icon
647
American States Water
AWR
$3.39B
$3.28M 0.01%
43,361
+31
+0.1% +$2.29K
AVA icon
648
Avista
AVA
$3.47B
$3.28M 0.01%
81,642
+230
+0.3% +$9.29K
LILAK icon
649
Liberty Latin America Class C
LILAK
$1.5B
$3.26M 0.01%
406,549
– –
UCB
650
United Community Banks
UCB
$4.22B
$3.26M 0.01%
103,484
+146
+0.1% +$4.81K
24 25
26
27 28

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Bessemer Group's Q1 2026 Portfolio in Review

As of Q1 2026, Bessemer Group held 2,755 positions worth $63.6B, down 2.3% from $65.1B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Bessemer Group's Q1 2026 filing shows 161 new, 1,185 increased, 715 reduced and 223 closed positions. Its largest new stake was iShares MSCI Brazil ETF: 2,832,322 shares worth $109M. The largest sale was Danaher, an estimated $439M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Industrials and Financials.

  • Bessemer Group's largest Q1 2026 buy was iShares MSCI Brazil ETF: 2,832,322 shares worth $109M.
  • Bessemer Group added most to Berkshire Hathaway Class B in Q1 2026, an estimated $324M increase.
  • Bessemer Group's biggest Q1 2026 reduction was Danaher, cutting an estimated $439M.
  • Bessemer Group fully exited Light & Wonder in Q1 2026, selling an estimated $118M.
  • Bessemer Group's ten largest holdings make up 33% of its $63.6B portfolio in Q1 2026.
  • Bessemer Group opened 161 new positions and closed 223 in Q1 2026.
  • Bessemer Group's portfolio value fell 2.3% quarter-over-quarter to $63.6B.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.